Fiduciary Alliance’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Fiduciary Alliance’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.81M	Buy	124,456 +2,439	+2%	+$56.5K	0.21%	118
2026 Q2	$2.86M	Buy	122,017 +798	+0.7%	+$18.7K	0.19%	136
2026 Q1	$2.86M	Buy	121,219 +16,107	+15%	+$380K	0.17%	135
2025 Q4	$2.49M	Buy	105,112 +13,167	+14%	+$312K	0.16%	143
2025 Q3	$2.2M	Buy	91,945 +5,247	+6%	+$125K	0.15%	144
2025 Q2	$2.06M	Sell	86,698 -1,520	-2%	-$35.4K	0.15%	136
2025 Q1	$2.07M	Buy	88,218 +5,325	+6%	+$126K	0.2%	109
2024 Q4	$1.95M	Buy	82,893 +9,634	+13%	+$229K	0.2%	114
2024 Q3	$1.76M	Buy	73,259 +8,794	+14%	+$208K	0.23%	87
2024 Q2	$1.49M	Buy	64,465 +14,964	+30%	+$347K	0.24%	82
2024 Q1	$1.15M	Buy	49,501 +14,255	+40%	+$333K	0.2%	87
2023 Q4	$824K	Buy	+35,246	New	+$796K	0.16%	86

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Elo Mutual Pension Insurance Espoo, Finland $8.42B AUM 29.33% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Fiduciary Alliance's SPHY Position: Q3 2026 in Review

Fiduciary Alliance increased its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 2% in Q3 2026, buying an estimated $56.5K and bringing the position to 124,456 shares worth $2.81M. The position accounts for 0.21% of the portfolio, ranked #118.

Fiduciary Alliance first reported a position in SPHY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q2 2026. 506 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Fiduciary Alliance held 124,456 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $2.81M as of Q3 2026.
Fiduciary Alliance bought 2,439 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $56.5K.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.21% of Fiduciary Alliance's portfolio in Q3 2026, its #118 holding.
Fiduciary Alliance first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2023 and has held it in 12 quarters since.
Fiduciary Alliance's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $2.86M in Q2 2026.
506 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.